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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,403 | $63,114-70.8% | $92,903-80.2% | $65,185-71.8% |
| Participation rate | 5.1% | 68.8%-63.7pp | 76.0%-70.9pp | 70.2%-65.1pp |
| Annual return | 23.61% | 28.75%-5.1pp | 109.43%-85.8pp | 29.38%-5.8pp |
| Employer contribution / active EE | $0 | $2,571-100.0% | $3,653-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $210 | $3,108-93.3% | $4,238-95.0% | $3,514-94.0% |
| Admin fee / account holder | $28 | $624-95.5% | $5,795-99.5% | $847-96.7% |